Tip #1108: Good news for Australian and New Zealand partners

Australia and New Zealand

I am not even going to pretend that I can match the eloquence level of some Microsoft announcements so I’m going to copy this one verbatim. In short, if you are a Microsoft Partner with expertise in Azure and/or Dynamics 365, and you deal with the government(s), read and take action. We are excited to […]

Tip #1107: Do not extend system users

Line in sand

Dynamics 365 Online is a great platform for extending almost anything including system entities like systemuser. While it’s easy to customize this entity to add some simple additional information about the user, e.g. charge-out rate, induction training completion date, latest lasertag achievement, etc, it may be not a good idea, after all. The problem is […]

Tip #1106: Developer Masterclass

Developer masterclass

Calling for Dynamics 365 developers around the world but mostly in Europe! CRM Tip of the Day is proud to present an inaugural Business Application Developer Masterclass. Even though the acronym spells “BAD”, it’s going to be good! WIthout further ado… Dynamics 365 Business Application Developer (BAD) Masterclass The new, Spring 2018 Dynamics 365 release is here […]

Tip #1098: Dynamics 365 Connected Field Service Demo Builder

Field service

We interrupt the chart week fortnight by Ulrik “CRM Chart Guy” Carlsson to bring you the all important message from “Hey, look, kids: Big” Ben Vollmer. Installing and configuring Connected Field Service for Dynamics 365 can seem confusing to some customers and partners. With the “hard” work done in Azure, it takes some getting used […]

Tip #1092: Chrome trick to make new field appear in the list

Screwdrivers

Browsers to Dynamics 365 are like a set of screwdrivers to a random screw. Sometimes you need a Phillips, sometimes – flathead, and on odd occasion HP hex is required. We already covered browsers war in the past but not a day goes by without a new discovery. Consider, for example, today’s training session by […]

Tip #1091: Dynamics 365 App for Outlook version 9.0 is now available

Released and free

If your Dynamics 365 instance is 9.0, it is time to ditch deprecated Dynamics 365 for Outlook (add-in) and switch to Dynamics 365 App for Outlook because version 9 is now out of preview. Short summary of the new features and things you can do without leaving Outlook: Unified Interface View tracked email or appointment […]

Tip #1088: Errors importing marketing list entity in Dynamics 365 v9

Export service

If you make changes to the marketing list entity in Dynamics 365 v9 and try to move your customization, you may receive an error importing the customization. Solution: Extract the solution and open the customization XML file Locate the List entity in the XML file Add the following tag in the XML file: <IsReadOnlyInMobileClient>1</IsReadOnlyInMobileClient> 4. […]

Tip #1084: New way to learn Dynamics 365

Learn

Our resident video tipster, Derik, has been a bit quiet lately and, as it turned out, for a good reason. If you are not a partner, and do not have access to Dynamics Learning Portal, then you’re in luck. Managing Customer Engagement with Microsoft Dynamics 365 course is now offered free of charge through Microsoft […]

Tip #1080: Setting KPIs for user adoption

KPIs and user adoption

After you deploy Dynamics 365, you will want to monitor how well your employees are using the system. Using tools like Microsoft Dynamics 365 Organization Insights you can monitor how active your users are, but that is only part of the user adoption story. In this tip, Tabetha Sheaver explains what you should consider to […]

Tip #1076: Add all assets to your solution

Assets

A good observation from Nick “Benchpress” Doelman that, once you click Add All Assets when adding an entity to a solution, you won’t be able to remove any of the assets of that entity. Both, Add and Remove Components buttons will be gone. The reason is fairly straightforward (though options could have been labelled better). […]